Financial Planning

One of the most frequent questions I get is some variation of “The federal reserve is making an announcement, so what does that mean for my portfolio?” It just so happens the federal reserve made an announcement today, so let’s try to break it down.

During my career, I have had the opportunity to work with people from all aspects of life. What I learned very quickly is that financial success is defined differently for everyone. I also found out that there are common habits amongst people who achieve their unique vision of financial success.

A fear most of us all share is the possibility of running out of money. That concern is valid and to help address it, I spend a lot of time proactively reviewing investment performance and financial plans. The problem with addressing that singular fear is we can overlook a more important concept.